CIK: 0001801112
申报总市值
US$5.2亿
仅显示前 200 大持股（共 219 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 6.30% | -0.36% | +1.01% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.62% | -0.19% | +2.36% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.17% | — | +3.34% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | -0.72% | -0.35% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.98% | -1.47% | — | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.41% | — | +11.47% | |
| 7 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 2.23% | -0.32% | +0.19% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.20% | — | +6.58% | |
| 9 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 2.12% | — | — | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.04% | — | +0.31% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.80% | — | +5.12% | |
| 12 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.63% | — | +1.64% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.58% | — | +1.19% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.39% | — | -1.16% | |
| 15 | FFEB | Ft Vest US Equity Buffer ETF | ETF-其他 | 1.32% | -1.15% | EXIT | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.32% | — | -56.08% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.27% | -0.17% | -0.14% | |
| 18 | KLAC | Kla CORP | 股票-科技 | 1.15% | +0.34% | +0.51% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.04% | — | +1.58% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.03% | -0.34% | -1.80% | |
| 21 | WM | Waste Management INC | 股票-工业 | 1.00% | — | -1.35% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | +0.30% | +5.19% | |
| 23 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.89% | — | +1.71% | |
| 24 | AMGN | Amgen INC | 股票-医疗保健 | 0.89% | — | -0.39% | |
| 25 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-其他 | 0.89% | — | +0.60% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 0.88% | — | -18.47% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.88% | — | -2.58% | |
| 28 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.88% | — | +0.67% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 0.81% | -0.63% | +184.40% | |
| 30 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.79% | — | +133.86% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.79% | — | -0.71% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.78% | — | -37.93% | |
| 33 | PAYX | Paychex INC | 股票-科技 | 0.74% | — | — | |
| 34 | NEE | Nextera Energy INC | 股票-公用事业 | 0.74% | — | -0.73% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 0.71% | — | +70.93% | |
| 36 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.70% | — | -0.42% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | — | -6.92% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.69% | — | -2.48% | |
| 39 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.69% | — | +3.43% | |
| 40 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.67% | — | -42.45% | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.67% | -0.54% | EXIT | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.66% | — | -42.54% | |
| 43 | AMP | Ameriprise Financial INC | 股票-金融 | 0.65% | — | +1.62% | |
| 44 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.64% | — | +23.52% | |
| 45 | ALB | Albemarle CORP | 股票-原材料 | 0.63% | — | -18.52% | |
| 46 | BLKCHF | Blackrock INC | 股票-其他 | 0.62% | — | +0.32% | |
| 47 | HUBB | Hubbell INC | 股票-工业 | 0.61% | — | -0.13% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | — | +2.03% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.58% | — | -1.74% | |
| 50 | DFSEUR | Discover Financial Services | 股票-其他 | 0.57% | — | +0.89% |